Investment Team
-
Nohemy Montes, J.D., CPFA
President, Juris Doctor, Wealth Manager
-
Stanley R. Smiley, Esq.
Estate and Tax Planning Team
-
Juliet A. Hendrickson, Esq.
Estate and Tax Planning Team
-
David Montes
Project Manager and Business Consultant
-
Jeffrey Basik, MBA
OSJ
-
Garret Norris, CFP
OSJ